Changing a Customer to Tax Exempt Status

Some customers are eligible for tax exempt status. Modifying the customer's record can be completed in these steps:

1. Click Search and look up the customer's name.

2. Click the Customer Summary.
   
   

3. Click the Details tab.
   

4. In the 'Tax Authorities' section, select ‘No Tax’ from the drop-down list.

5. Click Ok to save your changes to the customer record.